BNA Insurance and Investments

BNA Insurance and Investments BNA Bank Investments & Financial Management, through our broker/dealer LPL Financial LLC, is here to help you plan to meet the financial challenges of life.

12/01/2023

Capital Group economists expect a mixed global economic environment in 2024 as the United States, Japan and India hold up well while Europe and China trend downward.

11/28/2023

Consider these ideas before filing your taxes.

11/14/2023

Get answers to common questions about required minimum distributions (RMDs), generally required for traditional, SEP or SIMPLE IRA accounts.

10/19/2023

We are excited to announce Josh Hardin as a Registered Representative with BNA Insurance & Investments, Inc., a division of BNA Bank. Josh is licensed as a General Securities Representative through BNA Bank’s broker-dealer, Sorrento Pacific Financial, LLC. Josh holds Series 7 and 63 securities licenses and will be available to assist customers in both Union and Lee Counties to help them achieve their investment and financial planning goals.

Josh is a New Albany native and a 2017 graduate of the University of Mississippi. He has worked in the financial services industry since graduation and joined BNA in February of this year. Josh’s career path is driven by a strong desire to help people achieve their financial goals.

Josh is married to Ashley Mason Hardin, also a New Albany native and they attend First Baptist Church. Away from work, Josh’s hobbies are playing golf, supporting Ole Miss in all their endeavors, and traveling and enjoying newlywed life with Ashley.

We are excited to have Josh join our team and invite you to stop by to say hello!

Disclosure…..
Investments are not FDIC Insured, not Bank Guaranteed and May Lose Value.
Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA/SIPC) and Registered Investment Advisor. Products offered through SPF: are not FDIC insured, are not guarantees or obligations of BNA Bank and many involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. BNA Bank has contracted with SPF to make non-deposit investment products and services available to bank customers.

10/06/2023
06/16/2023

Are you making any of these four money mistakes?

10/01/2021

Matt Miller offers his view on a multitrillion-dollar legislative agenda in Congress, including the bipartisan infrastructure bill and higher corporate taxes.

07/23/2021
07/08/2021

Address

New Albany, MS
38652

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 5:30pm

Telephone

+16625387388

Website

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BNA Insurance and Investments through SPF

Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC ("SPF") a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through SPF:are not FDIC or otherwise federally insured, are not guarantees or obligations of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. BNA Bank has contracted with SPF for investment services. Atria Wealth Solutions, Inc. ("Atria") is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria's subsidiaries. Sorrento Pacific Financial, LLC is a subsidiary of Atria.